Living your best retirement

Living your best retirement
Australian Retirement Trust’s Living your best retirement webcast, part of the Retirement Ready Program.
I’ve done lots of retirement planning. How do I keep my super working hard for me? You’ll learn:
• When and how you may be able to access your super, including whether a transition to retirement strategy could be right for you.
• About the Super Savings Income accounts.
• How tax and estate planning in super could impact your choices.
This webinar is general information only and brought to you by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL No. 228975) as trustee for Australian Retirement Trust (ABN 60 905 115 063) (the Fund).
Any advice given is provided by representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL 227867) or QInvest Limited (ABN 35 063 511 580, AFSL 238274), both wholly owned by the Trustee as an asset of Australian Retirement Trust. As representatives, they may recommend ART superannuation products when they are appropriate. Please refer to the relevant Financial Service Guides available at art.com.au/fsg for Super Savings and at qsuper.com.au/disclosure for QSuper. The content is provided for general information and educational purposes only, any personal views and opinions in this podcast are not necessarily the views of the Trustee.
This information and all products are issued by Australian Retirement Trust Pty Ltd ABN 88 010 720 840 AFSL No. 228975, the trustee of the Fund, Australian Retirement Trust ABN 60 905 115 063. Any reference to "QSuper" is a reference to the Government Division of the Fund. Information is correct at the time of publishing. This is general information only and does not take into account the investment objectives, financial situation or needs of any particular individual. You should consider if the information is appropriate to your own circumstances before acting on it. You should also consider the relevant Product Disclosure Statement (PDS) before deciding to acquire or continue to hold any financial product and also the relevant Target Market Determination (TMD). For a copy of the PDS or TMD, please phone 13 11 84 or go to the Australian Retirement Trust website at art.com.au/pds or for QSuper products visit qsuper.qld.gov.au/pds or call us on 1300 360 750 for a copy.

[@bigbobgriffollo4814]

Ok probably don’t need the notebook and laptop. I love to listen to the show.

[@AnhNguyen-bi6vg]

Excellent contents, thank you, especially the examples on how to apply the different super rules to optimise our balance

[@caroleyates7664]

If my husband has an income stream account already does it make sense to draw more from that rather than accessing mine as a transition to retirement as I'm not of pension age and it would then impact his pension amount

[@cryptokuki]

Enjoyed the series & thank you for your breakdown May I ask when you hit preservation age 60 plus can you go abroad let say for 4 to 6 months a year for travel & come back. What impact will be felt & will my superfund be hindered because of it?

[@AustralianRetirementTrust]

Hi Cryptokuki, To answer your question we'll need to verify your details first - can you please contact us securely via email, phone or live chat at www.australianretirementtrust.com.au/contact-us. For your own security, we encourage you not to send any personal information about your Australian Retirement Trust account via KZbin. Kind regards, ^Lola

[@mangoman9290]

Re: Recontribution strategy - Where on the ART website can I find out what % of my account is Taxable and Non-Taxable?

[@AustralianRetirementTrust]

Hi @mangoman9290, thank you for your message. So we can assist, please contact us either by phone, email or webchat www.australianretirementtrust.com.au/contact-us We look forward to hearing from you soon. All the best, Betty

[@keithbaillie2341]

Great point - i have asked ART before to add this basic info to portal as most other funds have it - don’t see why it is so hard - i have got the info over the phone but please add to self-service portal - or at least include on the annual statement please

[@damitrx2]

Why am I paying 1% on fees when I could buy ETFs and pay .1%? A lot of fat in these super funds.

[@Elliott_Wave]

Or just buy the stocks that are in the ETFs, screw the fees... The Risk of ETFs is that you don't own the underlying assets, you don't own the stocks, if the ETF company went belly up then you could loose the lot. Just saying...